Member Solutions Specialist I - Tucson, United States - Vantage West Credit Union

Vantage West Credit Union
Vantage West Credit Union
Verified Company
Tucson, United States

4 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

GENERAL SUMMARY:

This role is eligible for a language stipend of $200/monthly after 90 days of employment


QUALIFICATIONS:


Minimum Education & Experience Requirements:


  • High School diploma or equivalent
  • Three (3) years of customer service/sales experience.
  • To include (1) one year of banking or contact center experience

Minimum Knowledge & Skill Requirements:


  • Ability to work independently and in a team environment
  • Active listening, organization, and time management skills to accurately and effectively service Members
  • Ability to communicate clearly and effectively
  • Must be customer service oriented with the ability to identify and meet Member needs
  • Ability to multitask in a fastpaced and changing environment
  • Ability to exercise initiative and use good judgement
  • Knowledge of credit union products and services
  • Knowledge of credit union policies and procedures and state and federal regulations

COMPETENCIES:


  • Composure
  • Customer Focus
  • Conflict Management
  • Approachability
  • Learning on the Fly
  • Functional/Technical Skills

WORKING CONDITIONS/ENVIRONMENT:

Job requires sitting for extended periods of time. No heavy lifting required.


OTHER REQUIREMENTS:

Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to work a flexible schedule Monday through Saturday as needed.


MAJOR ACCOUNTABILITIES AND TASKS:


  • Approaches Member requests with a professional, positive attitude and executes transactions with high-level of security, accuracy, and attention to detail.
  • Partners with external departments as a Member advocate to ensure inquiries are resolved in a timely manner.
  • Builds, develops, and maintains relationships with Members to ensure a positive Member experience.
  • Acts as the voice of the Member and recommends process improvements.
  • Determines Member's financial needs and recommends appropriate products and services. Creates cross-selling opportunities to meet department and individual sales goals, while promoting teamwork.
  • Remains familiar with available resources to respond to Members' requests, questions, and issues.
  • Maintains an up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules, and regulations.
  • Performs other duties as assigned.
Equal Opportunity Employer Veterans Disabled
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